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Identity Manager 9.2.1 - Epic Healthcare System Administration Guide

Managing an Epic health care system Setting up synchronization with an Epic health care system Basic Data for managing an Epic health care system Epic Connection Epic EMP User Accounts Epic EMP template Epic EMP subtemplate Epic SER Items Epic SER Provider accounts Epic SER Blueprints Epic SER Template Security Matrix Configuration parameters for managing Epic health care system Default project template for Epic

Setting External User ID on Epic EMP user creation

The External User ID can be set either by letting Epic autogenerate the ID or the customer can manually set the ID.

If the ID needs to be autogenerated by Epic, then a temporary unique id of the format OneIM_Autogenerated_GUID is automatically created on Epic EMP user account creation. The connector reads the ID and checks if it is an auto generated string of the format OneIM_Autogenerated_GUID. If that is the case, it lets Epic generate the ID for the Epic EMP user. The Epic generated ID is then resynched back in to OneIM.

If the Epic Admin needs to enter the ID manually on user creation, admin can disable the UserExternalID column's value template that generates the unique id in the designer. The admin can then manually set the ID on Epic EMP user creation.

Epic EMP template

Epic EMP template determines the access rights that a user has on an Epic System. The list of Epic EMP template are exported from the target system to the file EMPTemplate.csv.

Epic EMP template is loaded into the One Identity Manager by synchronization. You can assign and remove Epic EMP template from an user in One Identity Manager. However, you cannot edit the Epic EMP template in One Identity Manager.

To add Epic EMP template to a user, you can assign the Epic EMP template directly to the users. Or it can be added indirectly to departments, cost centers, location, business roles, or to the IT Shop.

After an Epic EMP template is assigned to a user, the following additional optional properties can be assigned to the Epic EMP template.

To add EMPTemplate to an user, you can assign the EMPTemplate directly to the users. Or it can be added indirectly to departments, cost centers, location, business roles, or to the IT Shop.

After an EMPTemplate is assigned to an user, the following additional optional properties can be assigned to the EMPTemplate.

Table 27: Additional optional properties that can be assigned to the Epic EMP template
Property Description
LoginType The applications for which this template should be applied automatically.
StartDate The date from which the user should begin to have access to this template.
EndDate
  • The date after which the user should no longer have access to this template.
  • Format of the CSV file EMPTemplate.csv

    The CSV file EMPTemplate.csv has a specific format with the columns TemplateID and TemplateName.

    The columns in the EMPTemplate.csv file are

    Table 28: Columns in the EMPTemplate.csv file
    Column name Description
    TemplateID

    Epic EMP template’s External ID

    IMPORTANT:

    Only ExternalID should be used.

    TemplateName Describes the Epic EMP Template name

    NOTE:

    • If the TemplateName or TemplateID field has comma (,), it must be properly escaped with double quotes.
    • Sample Epic EMP template report can be found in the EPC module’s Miscellaneous folder.

    Editing Epic EMP template

    Epic EMP template is loaded into the One Identity Manager by synchronization.

    The CSV file allows you to

    • Add new Epic EMP templates
    • Update the Epic EMP templates

      NOTE: You can update only Template Name.

    To edit the Epic EMP template

    1. In EMPTemplate.csv, modify the rows.
    2. In the Synchronization Editor, run the Synchronization project.
    3. Epic EMP template data will be synchronized based on the operation performed on the EMPTemplate.csv.

    Assigning the Epic EMP template to Epic EMP User

    Epic EMP template can be assigned directly or indirectly to Epic EMP user. For indirect assignment, identities are assigned to hierarchical roles, such as, departments, cost centers, locations, or business roles.

    Prerequisite for the indirect assignment of Epic EMP template to the identities.

    1. Assignment of Epic EMP template is permitted for role classes (departments, cost centers, locations, or business roles).
    2. Epic EMP user accounts are marked with the Epic EMP template can be inherited option.

    Epic EMP template can also be assigned to Epic EMP user using IT shop.

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